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Creating a Forms Email Template

Updated

Description

This quick guide outlines the steps required to create a forms email template in Curve GRO.

Note: In order to access the Templates section in Curve GRO, the user must be assigned to a role in Curve Hero which contains the appropriate permissions. For more information, refer to the quick guide: Understanding Curve Hero and Curve GRO Access Permissions.

Contents

The following topics are included in this quick guide:

Section 1 - Opening Curve GRO

  1. In Curve Hero, click the Application switcher drop-down menu, then click GRO.

    Application Switcher

  2. Curve GRO opens in a new browser tab.

    Curve GRO interface

Section 2 - Accessing the Templates Section

  1. In the Sidebar menu, click Templates.

    Templates Sidebar

  2. The Templates section is displayed, including all clinic email and text message templates.

    Templates Section Overview

Section 3 - Adding the Forms Email Template

  1. Click the Add Template drop-down button and select Email.

    Add Email Template

  2. The Add Email Template section is displayed. The Campaign Type defaults to Reminder.

    Campaign Type Reminder

  3. Enter a Name and Subject for the email template. Both fields are required.

    Template Subject Field

  4. To customize the subject or body with patient-specific data, click the Insert variable drop-down menu and select a variable (e.g., {PatientFirstName}).

    Insert Variable

  5. In the template body, insert the {PatientForms} variable to include the unique link to the patient's forms.

    Patient Forms Variable

  6. Ensure you include a manual greeting and sign-off in the body, as the variable only provides the form link.

    Template Body Content

  7. Click Preview to see how the email will appear to patients. The preview includes the Log Me In link for form access.

    Template Preview

  8. Click Save to store the template in your library.

    Save Template

Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.

Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.

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